"Any fact becomes important when it's connected to another."
Umberto Eco
Our team at THALASSA CAPITAL believes that we might be standing on the verge of one significant and truly transformational wave: CONNECTIVITY.
Connectivity is also referred to as the Internet of Things (IoT) and its pervasive influence seems to be getting traction.
IoT will be a sweeping change in the way we experience life and the way we manage our health; it will produce radical change in the manner we organize industrial production and distribution and last but not least, it will turbo-charge our ability to gather and, most importantly, process information for a better world.
The ability of the internet to provide an environment and a standard protocol for billions of sensors, actuators and mobile devices to connect and interact with each other will result in an augmented life experience and increased productivity. As we implement this massive project of connectivity, the role of the internet as the backbone of our social system will go beyond the wildest dreams of their creators.
Sensors that can gather recurrent data, and by ways of connecting into a grid of information, exchange it, process it and implement consequent action will generate a transformational wave.
Industrial applications could achieve a value of up to $3.7 trillion (McKinsey) over the next few years in areas from factory and equipment optimization to worksite safety and improvements in energy utilization. Total value realized in the entire IoT space could be $11 trillion.
There are nine “habitats” in which the disruptive power of IoT can be unleashed:
- Smart City
- Smart Home
- Wearables
- Industrial Internet
- Connected Car
- Smart Grid
- Smart Retail
- Connected Health
- Smart Supply Chain
THALASSA CAPITAL has built a dynamic portfolio designed to benefit from a successful roll-out of IoT technology. Our strategy includes a mix of large cap tech stocks and smaller but focused emerging entities. Our primary interest is in infrastructures and software.
Our approach also aims to replicate the nature of the investment: CONNECTIVITY. This strategy is built on the “Investment Community Concept.” Our investors will be part of the Investment Community and we will meet quarterly to share information that will shape and grow our portfolio.
Please call us, should you be interested in becoming part of our IoT community.